Event: Business Planning and Financial Projections with Microfin

This course guides participants through a step-by-step process for developing a business plan and financial projections for a microfinance institution using Microfin 4.0, the sophisticated financial projections software that was developed by the facilitator of this training course, Chuck Waterfield, together with Tony Sheldon, with financial support from CGAP, Women’s World Banking, and Sida. Microfin has long been the microfinance "industry standard" for planning and budgeting.  Microfin allows you to develop detailed five-year financial projections and budgets for your institution, and to simulate the impact of key decisions on your institution. Microfin 4.0 includes 200 major enhancements over Microfin 3.0, including an expanded range of financial products, improved guidance and error-checking features, versatile graphing, and much more. This fast-paced course is designed to be highly participatory, with a large amount of hands-on time working in groups at the computer, applying the software to a detailed case study.  In addition to the course manual, at the conclusion of the course, participants will receive a CD-ROM containing Microfin and the User’s Handbook.
 

By the end of the workshop you will have a better understanding of:

•  Practical approaches to planning
•  The most important financial ratios to monitor, and how to interpret them 
•  Critical operational issues such as designing products to meet client needs, pricing your products, and focusing on loan officers to leverage institutional productivity 
•  How to develop long-term, diversified financing strategies 
•  How to use Microfin to develop financial projections for your own institution

Fee Structure  One participant :      

• Course without hotel  €        950      
• Course with shared room  €     1,130  
• Course with private room  €     1,350